Bright Futures Wealth Management’s Apple AAPL Stock Holding History

Bright Futures Wealth Management’s Portfolio AAPL Stock Details AAPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.95M	Buy	13,651 +230	+2%	+$65.8K	2.55%	1
2026 Q1	$3.41M	Buy	13,421 +2,235	+20%	+$582K	2.33%	5
2025 Q4	$3.04M	Buy	11,186 +63	+0.6%	+$16.9K	2.25%	6
2025 Q3	$2.83M	Buy	+11,123	New	+$2.51M	2.21%	9
2025 Q1	$2.01M	Sell	10,428 -1,707	-14%	-$395K	2.21%	13
2024 Q4	$2.9M	Sell	12,135 -30,599	-72%	-$7.21M	2.58%	10
2024 Q3	$9.83M	Buy	42,734 +3,062	+8%	+$684K	4.75%	1
2024 Q2	$8.72M	Buy	39,672 +304	+0.8%	+$56.7K	4.73%	1
2024 Q1	$8.43M	Buy	+39,368	New	+$7.16M	4.56%	1

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bright Futures Wealth Management's AAPL Position: Q2 2026 in Review

Bright Futures Wealth Management increased its Apple (AAPL) stake by 1.7% in Q2 2026, buying an estimated $65.8K and bringing the position to 13,651 shares worth $3.95M. The position accounts for 2.55% of the portfolio, ranked #1.

Bright Futures Wealth Management first reported a position in AAPL in Q1 2024 and has held it in 9 quarters since. The position peaked at $9.83M in Q3 2024. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Bright Futures Wealth Management held 13,651 shares of Apple worth $3.95M as of Q2 2026.
Bright Futures Wealth Management bought 230 Apple shares in Q2 2026, an estimated $65.8K.
Apple made up 2.55% of Bright Futures Wealth Management's portfolio in Q2 2026, its #1 holding.
Bright Futures Wealth Management first reported a position in Apple in Q1 2024 and has held it in 9 quarters since.
Bright Futures Wealth Management's Apple position peaked at $9.83M in Q3 2024.
6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Bright Futures Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.